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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co: CRWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co on CRWD, newest first. How the timeline and the estimate are built.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 13,052 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,052 shares
    Change vs previous 13F +9,789 shares

    1.53% of the 13F portfolio, value $2,746,729.

    13F-HR 0001754960-26-000783 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,263 shares
    Change vs previous 13F -6,130 shares

    1.17% of the 13F portfolio, value $1,563,923.

    13F-HR 0001754960-26-000361 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,393 shares
    Change vs previous 13F -9,706 shares

    2.96% of the 13F portfolio, value $4,263,295.

    13F-HR 0001754960-26-000093 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,099 shares
    Change vs previous 13F -9,904 shares

    6.75% of the 13F portfolio, value $10,152,933.

    13F-HR 0001754960-25-000755 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,003 shares
    Change vs previous 13F +9,856 shares

    8.32% of the 13F portfolio, value $12,230,147.

    13F-HR 0001754960-25-000564 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,147 shares
    Change vs previous 13F +13,676 shares

    6.94% of the 13F portfolio, value $6,752,965.

    13F-HR 0001754960-25-000294 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,471 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $1,871,957.

    13F-HR 0001754960-25-000116 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).